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Kestra Advisory Services, LLC: XSLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on XSLV, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 5,091 XSLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,091 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $266,799.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,479 shares
    Change vs previous 13F -537 shares

    <0.01% of the 13F portfolio, value $258,588.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,016 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $278,950.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,000 shares
    Change vs previous 13F -36 shares

    <0.01% of the 13F portfolio, value $277,864.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,036 shares
    Change vs previous 13F -1,533 shares

    <0.01% of the 13F portfolio, value $274,962.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 7,569 shares
    Change vs previous 13F -5,281 shares

    <0.01% of the 13F portfolio, value $349,501.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,569 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,850 shares
    Change vs previous 13F -2,703 shares

    <0.01% of the 13F portfolio, value $606,878.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 12,845 shares
    • Kestra Investment Management, LLC: 5 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $748,391.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).